Mariner, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$37,972,846
-1.6%
161,516
+2.5%
0.10%
-1.0%
Q2 2023$38,583,005
+100892.1%
157,596
-1.6%
0.10%
-7.2%
Q1 2023$38,204
-4.5%
160,214
-0.6%
0.11%
-14.0%
Q4 2022$39,991
-99.8%
161,224
+51.3%
0.13%
+35.8%
Q3 2022$23,845,000
-0.5%
106,592
+4.8%
0.10%
-3.1%
Q2 2022$23,962,000
-9.9%
101,750
-2.7%
0.10%
-2.0%
Q1 2022$26,591,000
+3.2%
104,530
+8.1%
0.10%
-8.3%
Q4 2021$25,757,000
+19.2%
96,678
+10.6%
0.11%
-3.5%
Q3 2021$21,603,000
-10.9%
87,404
-10.9%
0.11%
-24.7%
Q2 2021$24,239,000
+11.4%
98,082
+3.1%
0.15%
-1.3%
Q1 2021$21,757,000
-5.4%
95,113
-7.4%
0.15%
-13.6%
Q4 2020$22,992,000
-29.7%
102,766
-35.9%
0.18%
-42.9%
Q3 2020$32,684,000
+10.8%
160,217
+4.6%
0.31%
+4.1%
Q2 2020$29,508,000
+1139.3%
153,168
+968.3%
0.30%
+886.7%
Q1 2020$2,381,000
-11.4%
14,338
+2.3%
0.03%
+7.1%
Q4 2019$2,688,000
+1.1%
14,018
-11.6%
0.03%
-12.5%
Q3 2019$2,659,000
+3.5%
15,860
+7.4%
0.03%
+3.2%
Q2 2019$2,569,000
+5.3%
14,771
+4.5%
0.03%
-11.4%
Q1 2019$2,439,000
+6.0%
14,140
-1.3%
0.04%
-14.6%
Q4 2018$2,300,000
+3.1%
14,322
+15.9%
0.04%
-28.1%
Q3 2018$2,230,000
+5.0%
12,361
-7.3%
0.06%
-5.0%
Q2 2018$2,123,000
-8.6%
13,338
-11.9%
0.06%
-27.7%
Q1 2018$2,324,000
-30.5%
15,136
-30.3%
0.08%
-35.7%
Q4 2017$3,346,000
+4.0%
21,711
+2.7%
0.13%
-11.0%
Q3 2017$3,218,000
-3.8%
21,134
-6.9%
0.14%
-7.6%
Q2 2017$3,346,000
-13.5%
22,708
-19.1%
0.16%
-6.5%
Q1 2017$3,866,000
-25.2%
28,052
-31.2%
0.17%
-29.4%
Q4 2016$5,168,000
-22.0%
40,769
-18.3%
0.24%
-25.6%
Q3 2016$6,629,000
+8.0%
49,886
+6.1%
0.32%
-3.6%
Q2 2016$6,136,000
-5.6%
47,020
-10.8%
0.33%
-14.0%
Q1 2016$6,498,000
-7.5%
52,700
-0.3%
0.39%
-14.4%
Q4 2015$7,027,000
+9.4%
52,882
+0.9%
0.45%
+58.2%
Q3 2015$6,422,000
-14.5%
52,399
-2.3%
0.28%
-18.1%
Q2 2015$7,508,000
+0.3%
53,647
-2.9%
0.35%
-45.3%
Q1 2015$7,484,000
+8.3%
55,227
+0.4%
0.64%
+2.3%
Q4 2014$6,910,000
+5.5%
55,020
-1.7%
0.62%
-15.6%
Q3 2014$6,548,000
+2.6%
55,970
-2.1%
0.74%
+4.2%
Q2 2014$6,379,000
+4.6%
57,143
+0.2%
0.71%
-9.9%
Q1 2014$6,096,000
+1.9%
57,017
-3.7%
0.78%
+4.7%
Q4 2013$5,985,000
+10.1%
59,201
+1.4%
0.75%
-25.1%
Q3 2013$5,438,000
-3.9%
58,383
-10.8%
1.00%
-15.9%
Q2 2013$5,656,00065,4761.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders